Job Summary
A company is looking for an Exchange Officer to manage tax-deferral real estate exchanges for clients.
Key Responsibilities
- Manage the process of 1031 Exchange Transactions, ensuring seamless execution from initiation to closing
- Prepare and review exchange documentation, including purchase agreements and closing statements
- Provide customer service by addressing client inquiries and fostering business relationships
Required Qualifications
- High School diploma or equivalent
- 1-2 years of related experience
- Preferred experience in accounting, bookkeeping, customer service, or sales
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